Facebook-f Linkedin-in Youtube

Upcoming In-Person Classes

If you are retired or getting close to retiring, do you have a clear financial plan that will help you live the lifestyle in retirement you’ve always dreamed of? Several times a year, Jim Brogan, talk show host and former Senior Market Advisor Magazine National Advisor of the year, teaches financial education classes at the University of Tennessee and Pellissippi State Community College to teach adults the fundamental principles of financial planning in retirement.

University of Tennessee - Knoxville Logo
Pellissippi State CC Logo
If you are retired or nearing retirement, there is much that you need to know and understand to create the retirement plan of your dreams. Financial Survival for Retirement® helps you understand the fundamental principles of financial planning in retirement. You’ll learn how to better manage and control your investments, increase your monthly income, avoid unnecessary estate taxes, and get information on basic tax reduction strategies.

LEARN MORE
If there were ways to protect your money with an effective tax strategy, wouldn’t you want to know? Failure to properly plan for taxes could be one of the biggest retirement mistakes you can make. Multiple relief packages, the CARES Act, our national debt and deficit spending are challenges that could be reflected on your future tax bills. Learn strategies in this new class that could potentially reduce your tax burden in retirement.

LEARN MORE
If there were ways to protect your money with an effective tax strategy, wouldn’t you want to know? Failure to properly plan for taxes could be one of the biggest retirement mistakes you can make. Multiple relief packages, the CARES Act, our national debt and deficit spending are challenges that could be reflected on your future tax bills. Learn strategies in this new class that could potentially reduce your tax burden in retirement.

LEARN MORE
If there were ways to protect your money with an effective tax strategy, wouldn’t you want to know? Failure to properly plan for taxes could be one of the biggest retirement mistakes you can make. Multiple relief packages, the CARES Act, our national debt and deficit spending are challenges that could be reflected on your future tax bills. Learn strategies in this new class that could potentially reduce your tax burden in retirement.

LEARN MORE